Summa Important Document and Personal Information Organizer (Emerald)

Organize and gather important personal and family documents and records in an attractive binder with 30 informative forms and 25 numbered and colored tab dividers. Reduces the burden on loved ones in case of disability or death. A convenient source of information in case of damage to important personal documents due to fire or other casualty. Click “Customize Now” to specify the finely etched 24K gold lettering you want on the spine such as your name or your family name. Professionals such as attorneys, accountants and financial planners can specify their client name and firm name on the spine when gifting this records binder.- Each of the two panels (top and bottom) can have a maximum of 3 lines.- Each line can have a maximum of 12 CHARACTERS ALL CAPS or 15 Characters Initial Caps.For Blumberg's estate and trust portfolios, which include the gold imprinted binder plus multi-part indexes, archival quality paper and an estate or trust planning questionnaire on CD, see Amazon ASIN B07CSP814S and variations.

• Includes 30 forms categorized into 4 sections: 1.Yourself, your family and instructions for your medical care, guardianship, burial, and other preferences; 2.Contacts with financial institutions, advisers, and other organizations; 3.Valuable property and its location; 4.Location of important documents (will, car titles, insurance policies, etc.)
• Beautiful portfolios with finely etched 24K gold lettering on the spine (you specify the lettering); these professional 3-ring binders provide a place to preserve and protect important documents; 3 colors – emerald, garnet and plush black (foam lining on cover gives a soft feel)
• Fill in the forms by hand or use the CD (supplied) containing all the forms; law firms, accountants and financial planners can use the CD to add their imprint to the title page
• Index tabs made of Mylar 1–25, in four colored sections, with 26 interleaved forms printed on pale grey 25% cotton archival bond and 50 extra pages for printing from the CD
• Includes 6 heavy duty, 3-hole punched, plastic sleeves to keep copies of important documents (birth certificates, marriage certificates, military discharge papers, etc.)